Bloomberg Surveillance

Surveillance: GDP Growth Will Persist, Feroli Says

03 Mar 2021

Contributed by Lukas

Michael Feroli, JPMorgan Securities Chief U.S. Economist, says above trend GDP growth will likely persist. Alicia Levine, BNY Mellon Chief Strategist,...

Surveillance: Return To Work With Dimon

02 Mar 2021

Contributed by Lukas

Jamie Dimon, JPMorgan Chase Chairman & CEO, says that getting through Covid is critical. Ebrahim Rahbari, Citi Global Head of FX Analysis, says th...

Surveillance: Watch Bond Market, Calvasina Says

01 Mar 2021

Contributed by Lukas

Lori Calvasina, RBC Capital Markets Head of Equity Strategy, says the bond rout does not erode the case for equities yet. Jonathan Golub, Credit Suiss...

Surveillance: Fed Must Speak, Lyngen Says

26 Feb 2021

Contributed by Lukas

Marvin Loh, State Street Global Macro Strategist, says the market is pushing against the Fed's ability. Ian Lyngen, BMO Capital Markets Head of U.S. R...

Surveillance: Global Recovery With Malpass

25 Feb 2021

Contributed by Lukas

David Malpass, World Bank President, says the inequality in the global recovery is striking. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manage...

Surveillance: S&P Not In Bubble, Patterson Says

24 Feb 2021

Contributed by Lukas

Rebecca Patterson, Bridgewater Director of Investment Research, says the S&P is not likely in a bubble overall. Rep. Bryan Steil, Republican from ...

Surveillance: Commodities Surge With Currie

23 Feb 2021

Contributed by Lukas

Jeff Currie, Goldman Sachs Global Head of Commodities Research, says part of what is pushing commodities higher is demand to hedge inflation risk. Bri...

Surveillance: Market Opportunities With Wilson

22 Feb 2021

Contributed by Lukas

Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says this year will be all about the relative vs. absolute performance of stocks. Megan Gree...

Surveillance: Rep. Hill on Robinhood

19 Feb 2021

Contributed by Lukas

Representative French Hill, Republican from Arkansas, discusses what changes might come about from the GameStop hearing yesterday. Ellen Zentner, Morg...

Surveillance: GameStop with Cooperman

18 Feb 2021

Contributed by Lukas

Leon Cooperman, Omega Family Office Chairman & CEO, doesn't see the market turmoil that formed around GameStop as a rich versus poor story. Dennis...

Surveillance: Bitcoin With Roubini

17 Feb 2021

Contributed by Lukas

Nouriel Roubini, NYU Stern School of Business Professor & Nourieltoday.Com Host, says the Flintstones had a better monetary policy system than Bit...

Surveillance: Energy Crisis in Texas

17 Feb 2021

Contributed by Lukas

Jim Wright, Texas Railroad Commissioner, both fossil fuels and renewable energy have a place in Texas. Alan Ruskin Deutsche Bank Chief International S...

Surveillance: Inflation Debate With Dan Fuss

12 Feb 2021

Contributed by Lukas

Daniel Fuss, Loomis Sayles Vice Chairman, discusses the outlook for U.S. inflation and fixed income investment strategy. Lori Calvasina, RBC Capital M...

Surveillance: Dudley Weighs Inflation Risk

11 Feb 2021

Contributed by Lukas

William Dudley, Bloomberg Opinion Columnist & Former New York Fed President, says the U.S. economic and labor market recovery could happen faster ...

Surveillance: GM CEO Sees Positive 2021

10 Feb 2021

Contributed by Lukas

Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says flows are shifting towards a recovery focus. Dr. Albert Ko, Yale School of Medicine ...

Surveillance: Kaplan Sees Temporary Inflation Spikes

09 Feb 2021

Contributed by Lukas

Robert Kaplan, Federal Reserve Bank of Dallas President, expects temporary inflation spikes as the U.S. economy recovers from the coronavirus crisis. ...

Surveillance: U.S. Stimulus Debate With BofA's Harris

08 Feb 2021

Contributed by Lukas

James Sweeney, Credit Suisse Chief Economist, says don't fear inflation. David Rosenberg, Rosenberg Research Chief Economist & Strategist, says he...

Surveillance: Jobs Report Bolsters Stimulus Bets

05 Feb 2021

Contributed by Lukas

Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund says the January jobs report doesn't change the overall narrative fo...

Surveillance: Stimulus Efforts Ahead of Jobs Report

04 Feb 2021

Contributed by Lukas

Neil Dutta, Renaissance Macro Research Head of Economics, explains his bullish call on the U.S. economy. Dr. Tammy Lundstrom, Trinity Health Chief Med...

Surveillance: Bernstein & Dudley on U.S. Stimulus Outlook

03 Feb 2021

Contributed by Lukas

Jared Bernstein, a member of the White House Council of Economic Advisers, says much of the Biden administration's pandemic relief bill is "targeted a...

Surveillance: Silver Slumps as Reddit Trades Crumble

02 Feb 2021

Contributed by Lukas

Chris Grisanti, MAI Capital Management Chief Equity Strategist and Senior Portfolio Manager, says markets are working well despite the Reddit-fueled f...

Surveillance: Silver Spikes as Reddit Frenzy Spreads

01 Feb 2021

Contributed by Lukas

Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, sees no signals that the Reddit revolt will spark a systemic risk to the broader ma...

Surveillance: Reddit Revolt Upends Conventional Trading

29 Jan 2021

Contributed by Lukas

Jim Paulsen, The Leuthold Group Chief Investment Strategist, says the Reddit revolt is another illustration of the impact and power of technology. Vit...

Surveillance: Election Fight With Former PA Governor

29 Jan 2021

Contributed by Lukas

Mark Schweiker, Former Pennsylvania Governor, says there is a consensus in Washington around a broad stimulus package post-election cycle. Christopher...

Surveillance: Reddit Revolution With Mishkin

28 Jan 2021

Contributed by Lukas

Steen Jakobsen, Saxo Bank CIO, explains the "social revolution" underway as the battle between retail investors and hedge funds continues. Shannon Cro...

Surveillance: GameStop Saga With Bridgewater's Prince

27 Jan 2021

Contributed by Lukas

Bob Prince, Bridgewater Co-CIO, says the world is seeing a massive rebalancing of wealth. Ann Miletti, Wells Fargo Asset Management Head of Active Equ...

Surveillance: IMF Boosts World Growth Outlook

26 Jan 2021

Contributed by Lukas

Gita Gopinath, IMF Chief Economist, says President Joe Biden’s $1.9 trillion stimulus plan could boost U.S. GDP by 5% over three years. Lawrence Gos...

Surveillance: Lawmakers Weigh Biden’s Stimulus Plan

25 Jan 2021

Contributed by Lukas

Deborah Fuller, University of Washington School of Medicine Microbiology Professor, discusses the efficacy of Covid-19 vaccines on new strains. George...

Surveillance: Eisman Talks Bitcoin, SPACs

22 Jan 2021

Contributed by Lukas

Patrick Foye, MTA Chairman & CEO, says he's optimistic about receiving additional federal aid. Kathy Hochul, New York Lieutenant Governor, urges t...

Surveillance: Recovery Risks With Rogoff

21 Jan 2021

Contributed by Lukas

Alberto Gallo, Algebris Investments Portfolio Manager, discusses fiscal policy and the risks of secular stagnation. Michael Holland, Holland & Co....

Surveillance: Trump’s Legacy & Biden's Agenda

20 Jan 2021

Contributed by Lukas

Greg Valliere, AFG Investments Chief U.S. Policy Strategist, says Trump’s pending Senate impeachment trial will complicate any efforts for unity. Al...

Surveillance: Investors Eye U.S. Stimulus

19 Jan 2021

Contributed by Lukas

Christian Bolu, Autonomous Research Senior Analyst, discusses key growth drivers shaping the banking industry. Brent Schutte, Northwestern Mutual Weal...

Surveillance: Banks In Focus With CFRA's Leon

15 Jan 2021

Contributed by Lukas

Ken Leon, CFRA Global Director of Equity Research, says there has been an acceleration in Main Street banking. Daniel Morris, BNP Paribas Asset Manage...

Surveillance: Goldman's Currie Bullish on Commodities

14 Jan 2021

Contributed by Lukas

Sam Stovall, CFRA Chief Investment Strategist, discusses investor optimism as attention turns to earnings season. Greg Valliere, AGF Investments Chief...

Surveillance: Post-Trump Future With Munson

13 Jan 2021

Contributed by Lukas

Bob Doll, Nuveen Chief Equity Strategist & Senior Portfolio Manager, says U.S. economic growth and corporate earnings will be off the charts this ...

Surveillance: Biden’s Stimulus Plans With Hubbard

12 Jan 2021

Contributed by Lukas

Tom Wheeler, Brookings Institution Visiting Fellow & Former FCC Chairman, says technology companies are making their own rules because lawmakers h...

Surveillance: Impeachment Discussions with Treyz

11 Jan 2021

Contributed by Lukas

Henrietta Treyz, Veda Partners Director of Economic Research, says to expect impeachment discussions of President Trump after his term concludes and w...

Surveillance: Weak Jobs Report

08 Jan 2021

Contributed by Lukas

Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the weak jobs report reiterates the need for more fiscal polic...

Surveillance: Unrest in Washington

07 Jan 2021

Contributed by Lukas

Andrew Card, Former White House Chief of Staff for President George W. Bush, says America's democracy was reaffirmed yesterday by the leadership prese...

Surveillance: Global Recession With Malpass

06 Jan 2021

Contributed by Lukas

David Malpass, WorldBank President, says the poor are feeling the brunt of the global recession. Mark Cabana, Bank of America Global Research Head of ...

Surveillance: Small Business With Goldman's Solomon

05 Jan 2021

Contributed by Lukas

David Solomon, Goldman Sachs Chairman & CEO, says small businesses are a vital part of the economy and they need more government help. James Athey...

Surveillance: Eurasia Group Top Risks 2021

04 Jan 2021

Contributed by Lukas

Joseph Kennedy former Democratic Representative from Massachusetts, says President Trump will remain the largest GOP voice until the next Republican p...

Surveillance: 2021 Outlook With BofA's Blanch

31 Dec 2020

Contributed by Lukas

Francisco Blanch, BofA Head of Global Commodities & Derivatives Research, says the flurry of liquidity is driving the divergence in asset values. ...

Surveillance: The Shift To E-Commerce

30 Dec 2020

Contributed by Lukas

Steen Jakobsen, Saxo Bank CIO, says inflation is absolutely coming back in 2021. Gerald Storch, Storch Advisors CE0 and Former Hudson's Bay CEO, says ...

Surveillance: Ford's Electric Future

29 Dec 2020

Contributed by Lukas

Scott Wren, Wells Fargo Investment Institute Senior Global Equity Strategist, says consumer spending needs to be strong in order to keep the recovery ...

Surveillance: Schwab’s Jones Sees Turbulent 2021

28 Dec 2020

Contributed by Lukas

Kit Juckes, Societe Generale Chief FX Strategist, sees a V-shaped economic recovery. Kathy Jones, Schwab Center for Financial Research Chief Fixed Inc...

Surveillance Special: Saving America’s Growth Engine

26 Dec 2020

Contributed by Lukas

Small businesses are credited with creating more than 60% of all U.S. jobs over the past decade. These companies came into the year with a head full o...

Surveillance: Brexit Hope Tempers Virus Concern

24 Dec 2020

Contributed by Lukas

Josh Hardie, Confederation of British Industry Deputy Director-General, urges negotiators to reach a post-Brexit trade deal. Dr. Albert Ko, Yale Schoo...

Surveillance: FDA Confident in Vaccine Safety

23 Dec 2020

Contributed by Lukas

Dr. Stephen Hahn, FDA Commissioner, says he's confident in the safety and efficacy of the Covid-19 vaccines. Patrick Foye, MTA Chairman & CEO, say...

Surveillance: Lasry Optimistic About 2021

22 Dec 2020

Contributed by Lukas

Marc Lasry, Avenue Capital Group, Chairman, CEO & Co-Founder and Milwaukee Bucks Co-Owner, discusses the outlook for markets and the NBA season. N...

Surveillance: Virus Woes Overshadow Stimulus

21 Dec 2020

Contributed by Lukas

Daniel Alpert, Westwood Capital Managing Partner, examines the effects of fiscal stimulus on the labor market. George Bory, Wells Fargo Asset Manageme...

Surveillance: Rajan Sounds Alarm on Corporate Distress

18 Dec 2020

Contributed by Lukas

Raghuram Rajan, University of Chicago Booth School Professor and Former Reserve Bank of India Governor, warns of massive distress in the corporate sec...

Surveillance: Hochul Calls for Small Business Relief

17 Dec 2020

Contributed by Lukas

Christopher Harvey, Wells Fargo Securities Head of Equity Strategy, says 2021 will bring overall pedestrian returns and it's essential to look into sm...

Surveillance: Stimulus Bets With BofA's Meyer

16 Dec 2020

Contributed by Lukas

Greg Boutle, BNP Paribas U.S. Head of Equity & Derivative Strategy, says there could be a new volatility regime in 2021. Jeremy Stretch, CIBC Head...

Surveillance: Orszag Warns of Pain Ahead

15 Dec 2020

Contributed by Lukas

Dr. Katie Passaretti, Atrium Health Director of Infection Prevention, discusses being among the first people to receive a Covid-19 vaccine. Robert Cal...

Surveillance: Vaccine Rollout With Dr. Cacchione

14 Dec 2020

Contributed by Lukas

Peter Tchir, Academy Securities Head of Macro Strategy, sees a big rotation ahead. Brian Weinstein, Morgan Stanley Head of Global Fixed Income, discus...

Surveillance: Fixed Income With Holland

11 Dec 2020

Contributed by Lukas

Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says we should be more afraid of stagflati...

Surveillance: ECB & Real Rates With Pickering

10 Dec 2020

Contributed by Lukas

Kallum Pickering, Berenberg Senior Economist, says the ECB is much more focused on inflation expectations than long-term rates. Lawrence Gostin, Georg...

Surveillance: Too Early For High Yield Calls, Says Caron

09 Dec 2020

Contributed by Lukas

Jim Caron, Morgan Stanley Portfolio Manager, thinks that calls for inflation and significantly higher yields are very premature. Kathleen Smith, Renai...

Surveillance: Government Support With Boston Mayor

08 Dec 2020

Contributed by Lukas

Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says he sees a strong U.S. rebound ahead. Boston Mayor Marty Walsh says the lack of g...

Surveillance: Brexit With London Mayor

07 Dec 2020

Contributed by Lukas

London Mayor Sadiq Khan discusses the potential for coronavirus lockdowns paired with a no-deal Brexit. Steve Chiavarone, Federated Hermes Portfolio M...

Surveillance: Stimulus Talks With Kudlow

04 Dec 2020

Contributed by Lukas

Lawrence Kudlow, U.S. National Economic Council Director, says he sees specific targeted areas concerning small businesses, unemployment, and Covid-re...

Surveillance: Lew Urges Fiscal Action

03 Dec 2020

Contributed by Lukas

Tony Dwyer, Canaccord Genuity Chief Market Strategist, says historic excess liquidity is what is driving markets higher. Kathy Jones, Schwab Center fo...

Surveillance: Optimistic Outlook With Kostin

02 Dec 2020

Contributed by Lukas

Kathy Hochul, New York Lieutenant Governor, says her greatest fear with the rising virus case count is overwhelming the hospital system. David Kostin,...

Surveillance: OECD Cuts 2021 Global Forecast

01 Dec 2020

Contributed by Lukas

Laurence Boone, OECD Chief Economist, says virus vaccines offer hope for a brighter outlook. Troy Gayeski, Skybridge Capital Co-CIO, says equity gains...

Surveillance: Vaccine Rollout With Yale's Forman

30 Nov 2020

Contributed by Lukas

Michael Shaoul, Marketfield Asset Management CEO and Portfolio Manager, says the durable goods economy is firing on all cylinders. Elizabeth Suzuki, B...

Surveillance: Consumer Is Strong, Sadove Says

27 Nov 2020

Contributed by Lukas

Peter Dixon, Commerzbank Global Equities Economist, sees markets in a holding pattern as investors await new catalysts. Camilla Yanushevsky, CFRA Equi...

Surveillance Special: Generation Interrupted

26 Nov 2020

Contributed by Lukas

The coronavirus pandemic, and ensuing recession, has had an outsized impact on Generation Z. Young people have had their education disrupted, career p...

Surveillance: Data Deluge With Citi's Mann

25 Nov 2020

Contributed by Lukas

Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, sees a raging bull market below the surface. Tobias Adrian, IMF Director for Monetary and Ca...

Surveillance: The Politics of Noise With Sunstein

24 Nov 2020

Contributed by Lukas

Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, expects next year to be another tech and growth year. Kathy Hochul, New York Lieutenant Go...

Surveillance: Recovery Risk With Reinharts

23 Nov 2020

Contributed by Lukas

Carmen Reinhart, World Bank Chief Economist and Vincent Reinhart, Mellon Chief Economist look at how the coronavirus pandemic is affecting the global ...

Surveillance: Speedy Stimulus Needed, Says Bernstein

20 Nov 2020

Contributed by Lukas

Jared Bernstein, Center on Budget and Policy Priorities Senior Fellow and member of Joe Biden's Presidential Transition Team, says delays in the trans...

Surveillance: Mester Says Fed Policy in Good Place

19 Nov 2020

Contributed by Lukas

Loretta Mester, Federal Reserve Bank Cleveland President, says she's concerned about the lack of fiscal policy. Patrick Foye, MTA Chairman & CEO, ...

Surveillance: Building Vaccine Capacity With CureVac CEO

18 Nov 2020

Contributed by Lukas

Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says the stars are aligning for a broader set of emerging markets. Michael Kushma...

Surveillance: Dudley Says Fed Can Do More

17 Nov 2020

Contributed by Lukas

William Dudley, Bloomberg Opinion Columnist & Former New York Fed President, says it is very likely the Fed will extend its emergency loan program...

Surveillance: Vaccine Distribution With Hochul

16 Nov 2020

Contributed by Lukas

Ben Laidler, Tower Hudson Research CEO, sees growth in rebound in 2021. Dr. Robert Murphy, Northwestern University Professor of Infectious Diseases &a...

Surveillance: Market Reality Check With Emanuel (Podcast)

13 Nov 2020

Contributed by Lukas

Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says markets are getting a reality check. James Bevan, CCLA Chief Investment Officer, ...

Surveillance: JPM's Kelly Sees Rough Road Ahead

12 Nov 2020

Contributed by Lukas

David Kelly, JPMorgan Asset Management Chief Global Strategist, maps out the road ahead for the markets and the economy. Dr. Albert Ko, Yale School of...

Surveillance: Tchir Warns of Market Complacency

11 Nov 2020

Contributed by Lukas

Peter Tchir, Academy Securities Head of Macro Strategy, warns markets seem a little bit complacent amid surging coronavirus cases and legal challenges...

Surveillance: Eli Lilly CEO Sees Brighter Future

10 Nov 2020

Contributed by Lukas

David Ricks, Eli Lilly Chairman & CEO, discusses the drugmaker’s Covid-19 antibody therapy that was granted emergency-use authorization in the U...

Surveillance: Vaccine Optimism With Hornbach

09 Nov 2020

Contributed by Lukas

Matthew Hornbach, Morgan Stanley Global Head of Macro Strategy, says a vaccine has the power to really drive risk assets higher, credit spreads tighte...

Bloomberg Radio Special: President-Elect Biden

08 Nov 2020

Contributed by Lukas

This is a Bloomberg Special Report with Nathan Hager and Amy Morris Joe Biden defeated Donald Trump to become the 46th president of the United States ...

Bloomberg Radio Special: A 2020 Election Update

07 Nov 2020

Contributed by Lukas

This is a Bloomberg Daybreak Special Report with Nathan Hager, Amy Morris and Michael Barr.The votes are still being counted and legal challenges rema...

Surveillance: Presidential Leadership With GWU's Brown

06 Nov 2020

Contributed by Lukas

Lara Brown, George Washington University Associate Professor and Director of the Graduate School of Political Management, discusses leadership and the...

Surveillance: EV Transformation With GM CEO

05 Nov 2020

Contributed by Lukas

Mike Schumacher, Wells Fargo Securities Head of Macro Strategy, says a blue wave has been priced out of markets for the time being. Frederic Mishkin, ...

Surveillance: Voter Safety With Boston Mayor

03 Nov 2020

Contributed by Lukas

Marty Walsh, Mayor of Boston, says there has been very little assistance from Washington through the pandemic in regards to PPE and preparing resident...

Surveillance: Political Pendulum With UCL's Klaas

02 Nov 2020

Contributed by Lukas

Michael Shaoul, Marketfield Asset Management CEO & Portfolio Manager, says it takes a leap of faith to invest at this point in time. Diana Amoa, J...

Surveillance: Golden Age For Tech, Ives Says

30 Oct 2020

Contributed by Lukas

James Athey, Aberdeen Standard Investments Senior Investment Manager, says FX has been been a good diversifier and hedge ahead of the U.S. election. D...

Surveillance: No Safe Havens, Gallo Says

29 Oct 2020

Contributed by Lukas

Leslie Vinjamuri, Chatham House Head of U.S. and the Americas Programme, says voters are viewing the pandemic through two different lenses: a health c...

Surveillance: Flight to Quality With Rabobank's Foley

28 Oct 2020

Contributed by Lukas

Troy Gayeski, Skybridge Capital Co-CIO, says technology stocks have been a significant profit driver for the market but remain overcrowded. Daniel Mor...

Surveillance: Eli Lilly CEO Says Science Will Win

27 Oct 2020

Contributed by Lukas

Dave Ricks, Eli Lilly Chairman & CEO, says science will win in the fight against Covid-19. Andrew Slimmon, Morgan Stanley Investment Management Se...

Surveillance: Hunt For Yield With Goldman's Swell

26 Oct 2020

Contributed by Lukas

Ben Laidler, Tower Hudson Research CEO, is betting on the resilience of the consumer. Mike Swell, Goldman Sachs Asset Management Co-Head of Global Fix...

Surveillance: Stimulus Talks With Kudlow

23 Oct 2020

Contributed by Lukas

Lawrence Kudlow, National Economic Council Director, doesn't know if a stimulus bill can be passed before the election. Afsaneh Beschloss, RockCreek G...

Surveillance: Election Interference with Stravidis

22 Oct 2020

Contributed by Lukas

Mike Pyle, BlackRock Investment Institute Global Chief Investment Strategist, says the Fed will be watching the nominal yield curve carefully and will...

Stimulus Priced In, Says Mahajan

21 Oct 2020

Contributed by Lukas

Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says there will not be much more movement from market levels until eyes of inflatio...

Surveillance: Reworking Market Power with Stiglitz

20 Oct 2020

Contributed by Lukas

Joseph Stiglitz, Nobel Laureate & Columbia University Professor, says the strong stock market is almost a sign that things aren't going well in ot...

Surveillance: Extraordinary Support Needed, Yellen Says

19 Oct 2020

Contributed by Lukas

cJanet Yellen, Former Federal Reserve Chair, says the pandemic needs to be controlled to get the economy back on track. Seema Shah, Principal Global C...

Surveillance: Stimulus Not Debatable, Hochul Says

16 Oct 2020

Contributed by Lukas

Kathy Hochul, New York Lieutenant Governor, says New York state cannot risk its economic recovery because of hot spots with high infection rates. Jame...

Surveillance: Public Investment Is Key, IMF's Gaspar Says

15 Oct 2020

Contributed by Lukas

Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says markets are wrestling with a brand new economic cycle. Chris Kotowski, Oppen...

Surveillance: The Case for Credit With Sheets

14 Oct 2020

Contributed by Lukas

Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says investors should focus on balance sheet quality. Andrew Sheets, Morgan Stanley Chief...